1.1 What is it
2.1 What is it
Overview
With Team Management, you can access and manage multiple accounts from your dedicated subdomain.
Subdomain Admins can manage all accounts, assign Managers, and generate invitation codes to easily add new users.
Click below to find out if you're on Payment automation or Non-payment automation:
1. Admin Role
1.1 What is it
Admins have full access to the subdomain and can manage all accounts within it.
1.2 How do you become an admin
Admin access must be granted by our team.
To assign admin rights to a user, please contact us via:
Live chat, or
Email at support@salesflow.io
Our support team will enable admin access for the requested account.
1.3 As an admin you can:
Easily switch to all accounts in your subdomain, access and manage them.
Generate invitation code to create new accounts
Assign manager roles to users and give permissions
Access the Global Dashboard
Share campaigns with other accounts on the subdomain
Access cancellation and expansion forms
2. Manager Role
2.1 What is it
A manager can access and manage accounts that have been assigned to them by admins.
2.2 How do you become a manager
Admins can assign managers their roles and give access and permissions.
2.3 What can you do as a manager
Easily switch to accounts assigned to you in your subdomain
Access and manage assigned accounts on the subdomain
Access the Global Dashboard
Share campaigns between your assigned accounts on the subdomain
Access cancellation and expansion forms
2.4 Admin vs Manager permissions
Feature / Permission | Admin | Manager |
Access and manage accounts | ✅ Yes - all accounts | ✅ Yes - assigned accounts only |
Assign accounts to managers | ✅ Yes | ❌ No |
Assign manager roles & permissions | ✅ Yes | ❌ No |
Generate invitation codes (create new accounts) | ✅ Yes | ❌ No |
Access Global Dashboard | ✅ All accounts | ✅ Assigned accounts only |
Share campaigns | ✅ With any account on the subdomain | ✅ Between assigned accounts |
Access cancellation & expansion forms | ✅ Yes | ❌ No |
Become this role | Request from Salesflow Support | Assigned by an Admin |
3. How to add accounts as an admin
There are two ways to add an account on Salesflow:
a. Adding an account from scratch using an invitation code as an admin
Head over to the Accounts tab
On the top right side of the screen, click on Generate Invitation Code
Go to your subdomain url
Click on Create an account
Input the log-in credentials: email and password
Add the invitation code that you generated
Click on Create Account
Now that the Salesflow account is created, you just need to attach the LinkedIn account by going to:
Settings
LinkedIn account settings
+Buy New Slot
Enter the LinkedIn account credentials
Add account
b. Adding an account under an existing Salesflow account
Log-in on the Salesflow account
Click on the Settings tab
Go to LinkedIn Account Settings
Click on +Buy new slot
Enter the LinkedIn account credentials
Click Add account
4. Accessing Accounts
To view all the accounts on the subdomain, click on the Accounts button on the menu on the left. There you will be able to easily switch between different accounts, as well as search & filter them, or assign/unassign managers.
5. Adding Managers
In order to be able to assign accounts to managers, we need to add the managers firstly.
Click on Team Management tab under the admin menu
Click Add Manager
In order to add a manager, the account must first be created on the subdomain.
Once you click on the Add Manager button, a window will be displayed and all the emails will be displayed as well. Look for the email you would like to add as a manager, and click ADD.
6. Assigning Accounts to Managers
Click on the accounts button in the admin panel
Select the accounts you would like to assign to the manager
Once the accounts are selected, click the actions button and then click on the assign to manager button.
A window will be displayed, and you will be prompted to select the manager you want to add the accounts to.
Select the manager to assign the accounts to, click Assign, and click confirm.
NOTE: you can assign one account to different managers.
To check if the account has the correct manager, go to the accounts tab, and hover over the managers column number, the email of the manager will be displayed.
If you need admin access or if you have any questions, please feel free to message us on our live chat or email us at support@salesflow.io.